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IJPMX vs VMVIX
IJPMX vs VMVIX Comparison
Open Charts IJPMX vs VMVIX
VY® JPMorgan Mid Cap Value S2
Price$13.36
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets243.27M
Vanguard Mid-Cap Value Index Investor
Price$67.29
Change+$0.50 (+0.75%)
VolumeN/A
Net Assets31.04B
IJPMX vs VMVIX Comparison Chart in %
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IJPMX vs. VMVIX commentary
Aug 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IJPMX is a StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. IJPMX (243M). VMVIX pays higher dividends than IJPMX: VMVIX (2.10) vs IJPMX (0.70). IJPMX was incepted earlier than VMVIX: IJPMX (16 years) vs VMVIX (19 years). IJPMX (1.40) is less costly to investors than VMVIX (0.19). IJPMX is a more actively managed with annual turnover of: 25.00 vs. VMVIX (19.00). IJPMX has a lower initial minimum investment than VMVIX: IJPMX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.06 vs. IJPMX (-9.35). VMVIX return over 5 years is better than : 68.74 vs. IJPMX (5.32).
| IJPMX | VMVIX | IJPMX / VMVIX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 1.40 | 0.19 | 737% |
| Fund Existence | 16 years | 19 years | - |
| Gain YTD | -12.492 | 5.726 | -218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 31B | 1% |
| Annual Yield % from dividends | 0.70 | 2.10 | 33% |
| Returns for 1 year | -9.35 | 7.06 | -132% |
| Returns for 3 years | -10.82 | 20.04 | -54% |
| Returns for 5 years | 5.32 | 68.74 | 8% |
| Returns for 10 years | -24.04 | 99.03 | -24% |
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